We will prepare your Federal and State income tax returns using the information you provide. We may ask for clarification of some items, but we will not audit or otherwise verify the information you give to us.
It is your responsibility to provide all the information required for the preparation of complete and accurate tax returns. You should retain all documents, cancelled checks, and other data that support your reported income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You have the final responsibility for your income tax returns, and therefore, you should review them carefully before you sign them.
We are responsible for the timely electronic filing of your tax returns. During our engagement with you, we may provide you with an estimated refund date. We do not however have any influence over the IRS or State issuing your refunds. These taxing authorities do not guarantee a specific date that a tax refund will be issued.
Your tax returns may be selected for audit by a taxing authority. In the event of a tax examination, we can arrange to assist you with any correspondence or communication that is initiated by the IRS or State. It is our policy to keep records related to this engagement for 5 years. However, we do not keep any of your original records, so you should retain these records in secure storage. Upon the expiration of the 5 year period, we are free to destroy our records related to this engagement.
If we make an error on your tax return, and it is discovered after the return has been filed, we will pay any initial penalties and interest that result from that mistake. However, we are not responsible for additional taxes that may be required due to an error.